Category: financial planning
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Making the Most of Attorney Career Transitions
If ever there were a group of individuals who seem well-suited to respond quickly to changing times, it would be attorneys with high-end careers. After...
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How Do You Create Success Simply…in Challenging Markets?
Congratulations. You’ve done an amazing job as an attorney, pro-athlete or similar high-end professional. You’re still hard at work, but the rewards are finally rolling...
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Have You Learned the ABCs of Educational Investing?
With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good...
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Creating Success Simply: Recipes for today and the future
Join us as we share an evening of relaxation, brilliant recipes, tips for easy holiday entertaining and great connections. This November 15th Chef Patrick Murphy,...
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Financial Planning for Attorneys: 3 Steps Toward Greater Goals
Let’s begin with an analogy. Say you have three children. Now, imagine someone asked you which one was your favorite. You couldn’t possibly answer that,...
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9 Ways to Find Financial Simplicity
“Too often, a vast collection of possessions ends up possessing its owner.” – Warren Buffett, GivingPledge.Org It’s wonderful to have a meaningful career, a fulfilling home...
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Top 10 Elements of Good Financial Planning to Act on Now
There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep...
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Retirement Income Planning: The Art and Science of Enjoying Lifelong Wealth for Attorneys
As many families as there are in the world, that’s how many ways there are to transition through the various phases in your life –...
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5 Long-Term Investment Lessons to Stay Global
Since the financial crisis of 2008, U.S. equities have earned substantially higher returns than international equities. Ken French’s data shows that the U.S. equity market has earned...
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How Much Do You Need to Save for Retirement?
When thinking about how much to save for retirement there are two factors to consider. When you start saving and how much you earn. Begin...
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Invest in Your Own Financial Literacy
It’s a great tragedy that despite its obvious importance to everyone, our educational system almost totally ignores the field of finance and investments. This is...
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Paying for College: Take a Pragmatic Point of View
Part 3 of College Funding: How do you Finance a Dream? Last time we discussed how to speak with your child about choices you should...
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